BIM

Baldwin Investment Management Portfolio holdings

AUM $886M
1-Year Est. Return 20.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$828M
AUM Growth
-$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$901K
3
+$838K
4
DDOG icon
Datadog
DDOG
+$735K
5
UBER icon
Uber
UBER
+$493K

Top Sells

1
+$1.37M
2
+$1.01M
3
+$815K
4
NVDA icon
NVIDIA
NVDA
+$654K
5
OTIS icon
Otis Worldwide
OTIS
+$611K

Sector Composition

1 Financials 57.34%
2 Technology 14.63%
3 Healthcare 6.48%
4 Industrials 4.74%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.42M 0.53%
6,242
-1
27
$4.27M 0.52%
20,845
+1,815
28
$4.22M 0.51%
11,509
+600
29
$3.77M 0.46%
16,642
-186
30
$3.7M 0.45%
23,711
-1,649
31
$3.63M 0.44%
15,770
-580
32
$3.53M 0.43%
10,615
+8,229
33
$3.41M 0.41%
8,777
-213
34
$3.35M 0.4%
11,194
-1,807
35
$3.34M 0.4%
8,240
-694
36
$3.12M 0.38%
24,301
-14,130
37
$2.94M 0.36%
13,314
38
$2.89M 0.35%
75,252
+11,525
39
$2.8M 0.34%
19,867
-206
40
$2.79M 0.34%
15,722
-1,300
41
$2.79M 0.34%
13,090
+965
42
$2.7M 0.33%
17,684
-173
43
$2.67M 0.32%
4,318
-500
44
$2.54M 0.31%
36,626
+400
45
$2.52M 0.3%
12,738
-700
46
$2.51M 0.3%
47,530
+5,275
47
$2.48M 0.3%
11,156
-50
48
$2.4M 0.29%
10,486
49
$2.38M 0.29%
4,238
50
$2.37M 0.29%
13,775
-125
1
2
3 4 5